Jeb Jarrell (CAP, CFP®, CRPC®, MSFP)

Jeb Jarrell focuses in the
following client markets or areas of practice:

Alternative or Private Investments

Baby Boomers

Business Owners

Charitable Giving

Entrepreneurs

Estate & Generational Planning Issues

Planning Specialties

Our goal is to help clients maximize their return on life by aligning their wealth and ideals. Wealth is more than just money. It’s the sum of our time, talents, and treasures. My clients want to use their wealth to make the world a better place.

We focus on building a life that doesn't require retirement.

Our clients aren't the typical delegator. They want to take a hands on approach to their finances and understand not only the recommendation, but the reasoning behind it.

Typical clients include those with non-traditional situations, such as business owners with tax-planning issues, crypto-traders who want to diversify into more traditional markets, and highly paid professionals who aren't content with winging their finances anymore. One of our most common client situations is the 35 - 45 year old married couple who have gotten to a point where they're comfortable financially, but they want to make sure they're getting the most from their finances. They want to make sure that their money is working as hard for them as they worked to earn it.

Additional Information

Having grown up in eastern Kentucky, I learned the value of hard work early on in life. The value of integrity was emphasized from an early age. I founded Plentiful Wealth to bring an expert, transparent and straightforward approach to wealth management. My mission is to guide my clients to a fulfilling life by aligning their values and their money. ?

So what are my core values? Integrity, diligence, and competence. I learned these values from my father and I intend to pass them on to my son. I believe a handshake is a promise, few things are more important than attention to detail, and professional competence is non-negotiable.